Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is at present looking to employ Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this job will be placed in Delaware. More details about this job opportunity kindly see the descriptions. Senior Private Client Advisor The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and! have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families including: investment management, trust, credit, planning, insurance, and banking services. Serves as mentor for a small group of private client advisors and exercises general guidance in the relationship planning process for relationships. Focus is new sales revenue through client acquisition and expansion of existing clients. Actively monitor client's financial situation and proactively engages clients in consideration of changes or additions to their financial strategies. Promote and sell the full array of financial services distributed by the company to current and new clients. Actively cultivate and maintain relationships with sources of new business. Working through the Relationship Manager, assess client's current financial situation and goals and objectives through the financial planning process.! Prioritize short term and long term needs of the client. Reco! mmend ideas, suggestions and alternatives utilizing a team of specialists. Implement and deliver specific solutions. Will have a direct impact on revenue of MTIG and the growth of the Wealth Advisory business and fee income of the Bank.
The candidate should have Bachelor's Degree, or in lieu of degree, 4 years of relevant sales/professional work experience. J.D. degree, CFP, MBA, CFA or similar designations preferred. Must have 6+ years' sales experience in the financial services industry. Should have a proven track record of implementation of wealth management strategies. Must have knowledge of various individual and institutional wealth advisory solutions including: Wealth Solutions: discretionary investment management, trust and estate planning, financial and wealth planning; Brokerage Solutions: mutual funds, UIT's, variable and fixed annuities, individual stocks and bonds and other related brokerage solutions; Insurance Solutions: permanent (variable life, uni! versal life, and whole life) and term insurance, long term care, disability and wealth transfer; FINRA Series 6 or 7 and 66 State Life and Health licenses. Should have general computer knowledge.
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If you were eligible to this job, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This job starts available on: Sat, 29 Jun 2013 06:16:57 GMT
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